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Institutional Investment Manager
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. (CIK: 0001347935) incorporated in Pennsylvania, located at 270 Walker Drive, State College, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 106 holdings with a total value of $76,522,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 TEMPLETON GLOBAL INCOME FD 257,301 2,125,000 2.78%
102 ISHARES INC 74,771 3,639,000 4.76%
103 NUVEEN ENERGY MLP TOTL RTRNF 175,344 3,896,000 5.09%
104 KAYNE ANDERSON MLP INVT CO 105,690 4,165,000 5.44%
105 EXXON MOBIL CORP 43,305 4,360,000 5.70%
106 EATON VANCE RISK MNGD DIV EQ 418,828 4,833,000 6.32%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001347935-14-000014, filed 2014.07.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.